{ "schema": "aiblocks-page/1", "id": "agency-customer-success-manager", "type": "agent", "name": "Customer success planner", "summary": "Get an account health read, churn risks and a plan to keep one customer, from onboarding to renewal. Give it the account facts and what happens next.", "headline": "Customer success planner", "subhead": "Give it the facts on one customer account, such as goals, usage, support tickets, contacts and renewal date. Choose one job. It scores account health with its reasons, lists the churn risks with evidence, and gives you a plan with owners and dates. It can also write a review agenda or a renewal timeline.", "job": { "id": "keep-customers", "name": "Keep customers coming back" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "meeting_notes", "required": false, "label": "Meeting notes", "what": "an agenda, notes or decisions from a meeting" }, { "type": "audit_report", "required": false, "label": "Audit report", "what": "findings with evidence, severity, missing inputs and next actions" } ], "outputs": [ { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" } ], "you_give": [ "The account name or a label, the contract value and the renewal date", "What the customer said they want to achieve, and who the key contacts are", "What you know about usage, support tickets and any survey or NPS score", "What has changed lately, such as a new contact, a missed meeting, a layoff or a late payment (optional)", "Which job you want first, such as health read, onboarding plan, review agenda, save plan, expansion check or renewal plan" ], "you_get": [ "A health read across five areas, with the reason for each and what is missing", "The churn risks, each with the evidence for it", "A plan with actions, owners and dates for the job you chose", "A review agenda, a save plan or a renewal timeline when you ask for one", "A list of things to confirm and what to ask the customer" ], "use_when": [ "A renewal is 90 days away and you want a plan and the risks laid out before you call the customer.", "A customer's logins have fallen and their main contact has gone quiet, and you want to know what to do first.", "You need an agenda for a quarterly review with an account that shows results and not just activity.", "A new customer is signing, and you want a 90-day onboarding plan with a goal in writing." ], "skip_when": [ "You want a weekly view across all your accounts. Use the Customer renewal risk reviewer.", "You want a monthly list of every renewal due. Use the Customer contract renewal reviewer.", "You want to watch new customers stall in the first 30 days. Use the New customer onboarding reviewer.", "The customer wants to cancel a consumer subscription. Use the Subscription cancellation response planner.", "You need legal, price or contract advice. Ask your legal and finance leads. It cannot judge a contract." ], "output_sample": { "input": [ "The account facts, such as value, renewal date and key contacts", "What the customer wants to achieve", "Usage, support and survey facts you have", "The job you want, such as a health read, a save plan or a renewal plan" ], "prerequisites": [ "Your own account data, because the AI cannot see your CRM or product usage", "A person to do the follow-up it suggests" ], "output": [ { "name": "Health read", "contains": "Five areas rated with the evidence for each, and an overall rating that says if it is partial." }, { "name": "Risks", "contains": "Each churn risk, the evidence, how serious it is and the first move." }, { "name": "Plan for the job you asked", "contains": "Actions with owners and dates for onboarding, a save plan, a review or a renewal." }, { "name": "Expansion check", "contains": "Whether the account is ready for more, and what to prove first if not." }, { "name": "Ask the customer", "contains": "Questions that find the real cause, in plain words." }, { "name": "To confirm", "contains": "Facts it assumed and checks a person must make." } ] }, "output_shape": "ACCOUNT AND FACTS\n account | value | renewal | contacts | MISSING: \n\nHEALTH READ\n area | rating | evidence \n overall | how worked out \n\nRISKS\n | evidence | how serious | first move \n\nPLAN FOR \n | owner | due | why \n\nEXPANSION CHECK\n | reason | what to prove first \n\nASK THE CUSTOMER\n \n\nTO CONFIRM\n | ASSUMED: ", "how_to_use": [ "Download the pack from this page and add it to your AI as a skill. Or paste SKILL.md into a new chat, then paste references/source-agent.md after it.", "Pick one job to start with. A health read is the best first run. Write the account facts, the dates and what you know about usage and contacts.", "Say what is unknown. It marks gaps and does not fill them. A health score with half the facts is shown as partial.", "Read the evidence column before the score. If a risk has no evidence, ask the customer or check your system.", "Pick one or two actions from the plan and put them in your calendar. Do not try all of them at once.", "Run it again after the next customer call, and paste what you learned." ], "checks": [ "Every rating is backed by a fact you gave, or is marked unknown.", "A partial score says it is partial and shows which areas are missing.", "The risks are specific to this account and not a list of general churn signs.", "The plan has an owner and a date for each action.", "It does not promise a feature, a price or a date to the customer." ], "next": [ { "name": "Customer renewal risk reviewer", "url": "https://useaiblocks.com/skills/weekly-customer-health-watcher", "why": "Customer renewal risk reviewer" }, { "name": "Customer contract renewal reviewer", "url": "https://useaiblocks.com/skills/monthly-renewal-watcher", "why": "Customer contract renewal reviewer" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/customer-success-manager.md", "licence": "MIT", "original_name": "Customer Success Manager", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "Customer Success Manager", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/customer-success-manager.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-customer-success-manager", "markdown": "https://useaiblocks.com/agents/agency-customer-success-manager.md", "json": "https://useaiblocks.com/agents/agency-customer-success-manager.json", "instructions": "https://useaiblocks.com/skills/agency-customer-success-manager/SKILL.md", "download": "https://useaiblocks.com/skills/agency-customer-success-manager.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-customer-success-manager", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-customer-success-manager", "mcp": "https://useaiblocks.com/mcp" } }